New fields available within client UI to provide visibility into customers setup with Online Payment and AutoPay options
Admin > Master File Customer:
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No of Payment Methods
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AutoPay Insert Date and Time
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AutoPay Update Date and Time
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Default Method Set
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AutoPaySet
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Type of AutoPay
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Day of Month
Admin > Master File > User (issue to be addressed/included)
Admin > Master File > Credit Class - auto assignment of customer to credit class:
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No of Payment Methods
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AutoPay Insert Date and Time
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AutoPay Update Date and Time
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Default Method Set
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AutoPaySet
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Type of AutoPay
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Day of Month
Credit Class > Customer Rule
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AutoPaySet: 0 = no, 1 = Due Date, 2 = Day of Month
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Default Method Set: 0 = no, 1 = yes
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DayOfMonth: <> 0 will display all setup with a day
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No of Payment methods
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Insert and Update date and time